Bookkeeping Monthly Packages

We offer 3 bookkeeping packages. The Bronze, Silver or Gold. Contact us today to learn more.

Gold Bookkeeping Package:

Silver Package plus:

  • We will set up customers in QBO as needed. 
  • We will create customer invoices.
  • We will process company payroll (using your provider).
  • We will process you’re A/P through Bill.com or other provider (if desired).
  • We will perform the reconciliation for all bank, credit card, loans, lines of credit, etc. that are hooked up to QBO (no limit).
  • Chart of Accounts cleanup/overhaul during onboarding (if needed)
  • Help with Budgeting.
  • Discounted hourly rate of $50 hr. for work not in scope of contract
  • Priority phone & email support over Silver Package members
  • Priority Month End closing over Silver Package members
  • FREE – QBO 2 hours of 1-on-1 training with ProAdvisor during onboarding (if needed)
  • FREE – QBO 2 hours 1-on-1 training with ProAdvisor per month (if needed)

Silver Bookkeeping Package:

Bronze Package plus:     

  • You will be assigned a specific Rep to your account.
  • On a weekly basis, we will look over accounting transactions in QuickBooks Online company file.
  • We will perform the reconciliation for up to four (4) bank and/or credit card accounts that are hooked up to QBO.
  • We will set up new employees, and vendors in QBO on an as needed basis.
  • We will enter deposit information into QBO if needed.
  • Job costing, if needed.
  • Minor Chart of Accounts cleanup (if needed).
  • We will provide a monthly Management Report package.   
  • Consultation/work with CPA billed at hourly rate
  • Discounted hourly rate of $60 hr. for work not in scope of contract
  • Priority phone & email support over Bronze Package members
  • Priority Month End closing over Bronze Package members
  • FREE – QBO ½ hour 1-on-1 training with ProAdvisor during onboarding (if needed)
  • FREE – QBO ½ hour 1-on-1 training with ProAdvisor per month (if needed)

Bronze Bookkeeping Package:

  • On a semi- weekly basis, we will look over accounting transactions in QuickBooks Online company file.
  • We will process bank and credit card feed transactions.
  • We will process all Hubdoc transactions that are sent.
  • We will perform the reconciliation for up to two (2) bank and/or credit card accounts that are hooked up to QBO with under 99 transactions (each account) monthly.
  • We will also enter adjusting journal entries as necessary. 
  • We will also provide (and pay for) a HubDoc.com (send receipts) and ChronoBooks.com (backup QBO file) app to be connected to your QBO account. 
  • We will provide a monthly Profit & Loss report.
  • QBO training will be billed at rate of $150 hr.   
  • Hourly rate of $75 hr. for work not in scope of contract.
  • Consultation/work with CPA billed at hourly rate
  • Links for 27 QBO training videos will be provided, upon request.

Price vs Value Schaumburg, Hoffman Estates, and Elgin, IL